Tax Manager

About the Firm

We are a fast-growing, entrepreneurial tax advisory and public accounting firm focused on helping high-income individuals and business owners implement proactive tax strategies that create long-term financial impact. Our approach goes beyond traditional compliance work, we partner closely with clients to provide forward-thinking tax planning, advisory services, and relationship-driven support.

Our team values innovation, continuous learning, collaboration, and a client-first mindset. We are building a culture where talented professionals can grow quickly, contribute strategically, and make a meaningful difference for clients every day.

Position Summary

We are seeking a motivated and experienced Tax Manager to lead client engagements, mentor team members, and deliver advanced tax planning and compliance solutions. This individual will serve as a trusted advisor to clients while helping drive operational excellence and team development within the firm.

The ideal candidate has a strong public accounting background, excellent technical tax knowledge, leadership capabilities, and a passion for helping clients minimize tax exposure through proactive planning strategies.

Key Responsibilities

• Manage and review complex tax returns for individuals, partnerships, S corporations, C corporations, trusts, and closely held businesses
• Lead tax planning and advisory engagements for high-income individuals and business owners
• Research and interpret federal and state tax regulations and communicate practical solutions to clients
• Serve as the primary relationship manager for assigned clients and provide year-round strategic guidance
• Identify tax-saving opportunities and proactive planning strategies
• Mentor, supervise, and develop tax staff and senior associates
• Review workpapers, ensure quality control, and maintain compliance with firm standards
• Manage multiple client engagements simultaneously while meeting deadlines and budget expectations
• Assist with IRS and state tax notices, audits, and resolution matters
• Collaborate with leadership on process improvements, workflow optimization, and firm growth initiatives
• Stay current on evolving tax legislation and industry trends

Qualifications

• Bachelor’s degree in Accounting or related field required
• Active CPA license strongly preferred; Enrolled Agent considered
• 5 years of recent public accounting tax experience required
• Prior experience supervising or mentoring staff preferred
• Strong knowledge of federal and state tax compliance and planning
• Experience working with closely held businesses and high-net-worth clients preferred
• Strong analytical, organizational, and communication skills
• Ability to thrive in a fast-paced, team-oriented environment
• Experience with tax software platforms such as CCH Axcess or similar systems is a plus

What the Firm Offers

• Competitive compensation and performance-based bonus opportunities
• Medical, dental, vision, disability, and life insurance benefits
• 401(k) with company match
• Generous paid time off and paid holidays
• Professional development and continuing education support
• Career advancement opportunities with leadership growth potential
• Collaborative, growth-oriented culture with strong mentorship
• Flexible scheduling and hybrid work opportunities depending on experience and tenure ()